Filed August 19, 2025 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 25-1159360 | Actuarial | $2,203,391 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET BANK Service code 19 · EIN 01-1867445 | Securities Custodian | $605,146 |
CLS INVESTMENTS2 years Filed as: CLS INVESTMENTS LLC Service code 28 · EIN 32-0070947 17605 WRIGHT STREET · OMAHA, NE 68130 | Investment Management | $285,104 |
ERNST & YOUNG LLP3 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $164,972 |
PRICEWATERHOUSECOOPERS LLP2 years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $77,018 |
GROOM LAW GROUP5 years Filed as: GROOM LAW Service code 29 · EIN 73-1471973 | Legal | $22,994 |
CROWE LLP1 year Service code 15 · EIN 35-0921680 | Recordkeeping | $0 |
KPMG LLP2 years Service code 10 · EIN 13-5565207 | Accounting | $0 |
Filed as: NORTHEAST RETIREMENT SERVICES Service code 15 12 GILL STREET, SUITE 2600 · WOBURN, MA 01801 | Recordkeeping | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $75,924-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 52.9%-52.9pp | 0.0%0pp |
| Annual return | 38.26% | 13.80%+24.5pp | 6.78%+31.5pp | 13.80%+24.5pp |
| Employer contribution / active EE | $0 | $10,386-100.0% | $28,542-100.0% | $10,386-100.0% |
| Participant deferral / active EE | $0 | $448-100.0% | $763-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $1,754-100.0% | - |